LZSIX Mutual Fund

LZSIX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-1.09%
3 Months
-1.30%
6 Months
+3.43%
YTD
+11.39%
1 Year
+15.00%
3 Years (annualized)
+17.22%
5 Years (annualized)
+6.08%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LZSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+8.05%
vs Peers
+3.34%

LZSIX Mutual Fund Performance

LZSIX performance across multiple time periods: 1-month -1.09%, YTD 11.39%, 1-year 15.00%, 3-year 17.22%, 5-year 6.08%, 10-year 7.02%.

LZSIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

LZSIX vs another fund shows side-by-side returns. LZSIX alternatives are available in the Mutual Fund Screener.